Advisor Pricing

Offer clients the “Peace of Mind Proposition” and become their most trusted advisor

Combined Estate Organizer & Executor Toolkit

Advisor License

For unlimited estate files

Client pays no annual fees to QE. Cost to client determined by Advisor

Advisors may give clients access to input and update their own data

Read-only access to the Executor Toolkit until client dies or advisor activates it

Advisor License

One-time fee for client, or client executors, NOT using the Estate Organizer

Cost is chargeable back to the estate, tax deductible by the estate

Equivalent to less than 2 hours of legal fees

Optional advisor compensation